MondegarAI
TABLEAUX LLC

Q2 2025 · 13F-HR

TABLEAUX LLCholdings as filed

Filed 2025-08-12 · accession 0001951757-25-001062

$164.8M
Reported value
157
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45782C565UNOVINNOVATOR ETFS TRUST$16.9M10.2%232,212CommonSOLE
N3167Y103RACEFERRARI N V$6.6M4.00%198,269CommonSOLE
780259305SHELSHELL PLC$6.1M3.72%72,332CommonSOLE
032654105ADIANALOG DEVICES INC$5.7M3.47%33,009CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$5.1M3.10%70,413CommonSOLE
67061E104NMTNUVEEN MASSACHUSETS QLT MUN$4.8M2.90%118,439CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$4.8M2.89%133,861CommonSOLE
650111107NYTNEW YORK TIMES CO$4.3M2.63%92,015CommonSOLE
46137V266RPGINVESCO EXCHANGE TRADED FD T$3.4M2.06%56,471CommonSOLE
500754106KHCKRAFT HEINZ CO$3.4M2.06%41,625CommonSOLE
46438G109EQLTISHARES TR$3.3M1.99%99,609CommonSOLE
45782C375UMARINNOVATOR ETFS TRUST$3.2M1.91%62,936CommonSOLE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$3.1M1.91%59,685CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.1M1.87%44,781CommonSOLE
45782C748PJUNINNOVATOR ETFS TRUST$2.8M1.73%6,714CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.8M1.67%48,479CommonSOLE
464288646IGSBISHARES TR$2.5M1.52%13,297CommonSOLE
92826C839VVISA INC$2.2M1.36%16,663CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.2M1.31%64,431CommonSOLE
85256A109STGWSTAGWELL INC$2.1M1.26%3,355CommonSOLE
69374H881COWZPACER FDS TR$2.0M1.21%4,184CommonSOLE
464287309IVWISHARES TR$2.0M1.20%3,198CommonSOLE
464287291IXNISHARES TR$1.9M1.16%34,427CommonSOLE
00039J509FWDAB ACTIVE ETFS INC$1.9M1.16%35,719CommonSOLE
15101Q207CLSCELESTICA INC$1.9M1.15%12,611CommonSOLE
00039J822ILOWAB ACTIVE ETFS INC$1.8M1.06%32,840CommonSOLE
77543R102ROKUROKU INC$1.7M1.06%1,887,000CommonSOLE
12572Q105CMECME GROUP INC$1.6M0.99%40,462CommonSOLE
00724F101ADBEADOBE INC$1.6M0.96%25,196CommonSOLE
311900104FASTFASTENAL CO$1.6M0.95%43,205CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$1.5M0.92%3,060CommonSOLE
45783Y228RBUFINNOVATOR ETFS TRUST$1.5M0.91%22,164CommonSOLE
46429B697USMVISHARES TR$1.5M0.89%3,078CommonSOLE
02319V103ABEVAMBEV SA$1.4M0.87%51,261CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.85%47,360CommonSOLE
00162Q452AMLPALPS ETF TR$1.4M0.82%3,397CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$1.4M0.82%12,733CommonSOLE
654106103NKENIKE INC$1.3M0.81%13,007CommonSOLE
46429B655FLOTISHARES TR$1.3M0.80%24,046CommonSOLE
45782C433BFEBINNOVATOR ETFS TRUST$1.3M0.80%27,611CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$1.3M0.79%27,484CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$1.3M0.78%20,638CommonSOLE
548661107LOWLOWES COS INC$1.3M0.77%1,275,000CommonSOLE
457187102INGRINGREDION INC$1.2M0.73%606CommonSOLE
81762P102NOWSERVICENOW INC$1.1M0.68%22,653CommonSOLE
02079K305GOOGLALPHABET INC$1.1M0.67%33,870CommonSOLE
219350105GLWCORNING INC$1.1M0.66%21,835CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.0M0.62%19,535CommonSOLE
316092501FNCLFIDELITY COVINGTON TRUST$1.0M0.61%17,756CommonSOLE
464287804IJRISHARES TR$1.0M0.61%20,012CommonSOLE
00326A104SGOLETFS GOLD TR$910,2120.55%1,675CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$891,9530.54%10,593CommonSOLE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$850,9090.52%5,191CommonSOLE
892331307TMTOYOTA MOTOR CORP$840,8090.51%1,815CommonSOLE
09228F103BBBLACKBERRY LTD$781,0410.47%1,375CommonSOLE
97717Y477QGRWWISDOMTREE TR$772,0380.47%8,410CommonSOLE
922908744VTVVANGUARD INDEX FDS$764,0700.46%2,592CommonSOLE
063671101BMOBANK MONTREAL QUE$680,9350.41%2,689CommonSOLE
921909768VXUSVANGUARD STAR FDS$675,9340.41%17,466CommonSOLE
72201B101PTYPIMCO CORPORATE & INCOME OPP$645,6350.39%2,289CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$623,1150.38%623,115CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$610,7740.37%2,216CommonSOLE
46090E103QQQINVESCO QQQ TR$602,6930.37%2,588CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$586,4490.36%9,218CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$581,4750.35%11,775CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$570,4370.35%19,280CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$521,3360.32%561,000CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$489,3160.30%8,730CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$483,2800.29%1,667CommonSOLE
012653101ALBALBEMARLE CORP$468,5340.28%4,669CommonSOLE
26884L109EQTEQT CORP$468,4160.28%3,990CommonSOLE
009158106APDAIR PRODS & CHEMS INC$467,9490.28%634CommonSOLE
92204A702VGTVANGUARD WORLD FD$445,2200.27%7,048CommonSOLE
68389X105ORCLORACLE CORP$443,7000.27%1,519CommonSOLE
464287689IWVISHARES TR$439,6310.27%4,761CommonSOLE
219798105QDELQUIDELORTHO CORP$437,6960.27%3,235CommonSOLE
46435G425ESGUISHARES TR$432,4430.26%11,748CommonSOLE
46436E478IBHGISHARES TR$426,4280.26%3,185CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$397,0960.24%4,422CommonSOLE
46434G103IEMGISHARES INC$378,1220.23%2,750CommonSOLE
46435GAA0IBDRISHARES TR$377,6350.23%3,844CommonSOLE
037833950APPLE INC$370,3900.22%6,351PUTSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$361,5740.22%4,871CommonSOLE
366505105GTXGARRETT MOTION INC$357,6970.22%25,623CommonSOLE
46434VBD1IBDQISHARES TR$356,2450.22%457CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$356,0120.22%60,665CommonSOLE
345370860FFORD MTR CO$344,2700.21%2,179CommonSOLE
46435G672IAGGISHARES TR$343,0380.21%4,872CommonSOLE
464287697IDUISHARES TR$341,7690.21%24,570CommonSOLE
127190304CACICACI INTL INC$340,2360.21%8,333CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$337,3200.20%1,908CommonSOLE
46429B663HDVISHARES TR$331,0940.20%8,141CommonSOLE
45782C532UDECINNOVATOR ETFS TRUST$326,9230.20%673CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$326,0280.20%10,358CommonSOLE
25434V823DFARDIMENSIONAL ETF TRUST$321,4000.20%11,011CommonSOLE
92556V106VTRSVIATRIS INC$319,4040.19%2,923CommonSOLE
29975E109EB4EVENTBRITE INC$313,8510.19%13,251CommonSOLE
26922A420QTUMETF SER SOLUTIONS$303,0040.18%5,922CommonSOLE
046353108AZNNASTRAZENECA PLC$300,4580.18%1,090CommonSOLE
450913108IAGIAMGOLD CORP$286,3760.17%8,284CommonSOLE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$278,0830.17%7,759CommonSOLE
46434V449IMTMISHARES TR$272,2310.17%2,960CommonSOLE
00039J707LRGCAB ACTIVE ETFS INC$265,5250.16%6,340CommonSOLE
209115104EDCONSOLIDATED EDISON INC$264,0460.16%4,030CommonSOLE
922908512VOEVANGUARD INDEX FDS$263,0940.16%10,973CommonSOLE
922908769VTIVANGUARD INDEX FDS$262,9220.16%8,776CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$261,9680.16%10,159CommonSOLE
437076102HDHOME DEPOT INC$255,5990.16%11,365CommonSOLE
228368106CCKCROWN HLDGS INC$254,4160.15%11,095CommonSOLE
855244109SBUXSTARBUCKS CORP$251,9280.15%2,187CommonSOLE
46436E528IBHFISHARES TR$248,2430.15%1,363CommonSOLE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$241,1300.15%679CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$240,6370.15%9,336CommonSOLE
30161N101EXCEXELON CORP$238,5850.14%10,424CommonSOLE
30303M102METAMETA PLATFORMS INC$233,4240.14%10,025CommonSOLE
36828A101GEVGE VERNOVA INC$232,6390.14%1,577CommonSOLE
244199105DEDEERE & CO$231,6920.14%9,918CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$230,4690.14%250,000CommonSOLE
58155Q103MCKMCKESSON CORP$227,6860.14%230CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$222,7740.14%7,733CommonSOLE
33734X119FXGFIRST TR EXCHANGE TRADED FD$222,4680.13%2,634CommonSOLE
72703X106PLPLANET LABS PBC$220,5150.13%10,060CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$219,9300.13%1,324CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$216,3120.13%2,400CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$213,3060.13%5,376CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$209,8080.13%1,395CommonSOLE
19247G107COHRCOHERENT CORP$204,6110.12%1,518CommonSOLE
88830R101TITNTITAN MACHY INC$203,6830.12%961CommonSOLE
67066G104NVDANVIDIA CORPORATION$202,1310.12%8,664CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$200,4320.12%5,402CommonSOLE
74347B581SPXEPROSHARES TR$163,1370.10%164,000CommonSOLE
45168D104IDXXIDEXX LABS INC$161,6790.10%14,901CommonSOLE
79466L302CRMSALESFORCE INC$151,4180.09%150,000CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$150,8670.09%150,000CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$148,9510.09%150,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$128,5870.08%129,000CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$85,3000.05%90,000CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$59,0270.04%60,000CommonSOLE
458140100INTCINTEL CORP$50,2350.03%50,000CommonSOLE
460146103IPINTERNATIONAL PAPER CO$50,1740.03%50,000CommonSOLE
45783Y889XBJLINNOVATOR ETFS TRUST$40,0470.02%40,000CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$40,0290.02%40,000CommonSOLE
91680M107UPSTUPSTART HLDGS INC$39,9530.02%40,000CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$38,1340.02%40,000CommonSOLE
747525103QCOMQUALCOMM INC$24,4700.01%30,000CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$24,4160.01%24,000CommonSOLE
62914V106NIONIO INC$24,0110.01%24,000CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$23,9800.01%24,000CommonSOLE
464287127ILCBISHARES TR$23,9640.01%24,000CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$20,0580.01%20,000CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$19,6840.01%20,000CommonSOLE
02072L607FRDMEA SERIES TRUST$15,0020.01%15,000CommonSOLE
427866108HSYHERSHEY CO$14,9830.01%15,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$10,0460.01%10,000CommonSOLE
46435U168IBHEISHARES TR$9,9250.01%10,000CommonSOLE
78464A631XARSPDR SERIES TRUST$9,2710.01%10,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$2,4340.00%80,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.